See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,635 | $82,664-20.6% | $125,339-47.6% | $68,494-4.2% |
| Participation rate | 83.7% | 75.0%+8.7pp | 82.4%+1.4pp | 67.9%+15.8pp |
| Annual return | -17.81% | -5.97%-11.8pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $6,714 | $3,381+98.6% | $4,814+39.5% | $2,596+158.6% |
| Participant deferral / active EE | $9,555 | $6,110+56.4% | $7,446+28.3% | $4,027+137.3% |
| Admin fee / account holder | $833 | $6,275-86.7% | $10,010-91.7% | $5,403-84.6% |